West End Advisors, LLC Reduced Holdings in Q3 2025

West End Advisors, LLC

  • $4.27 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
-1.61M
- 99.16%
$105.96 - $117.79 $170M - $189M
13.6K $1.56M
XLV
Select Sector Spdr Fund Health

ETFs
-583K
- 22.22%
$129.01 - $139.72 $75.2M - $81.5M
2.04M $284M
XLK
Technology Sector Spdr

ETFs
-347K
- 16.09%
$250.97 - $282.66 $87.2M - $98.2M
1.81M $510M
UNH
Unitedhealth Group Inc

Healthcare
-63K
- 98.99%
$237.77 - $353.61 $15M - $22.3M
641 $221K
TXN
Texas Instruments Inc

Technology
-48.6K
- 18.87%
N/A
209K $40.6M
META
Meta Platforms, Inc.

Communication Services
-11.3K
- 16.02%
$695.21 - $791.73 $7.88M - $8.97M
59.4K $43.6M
CRM
Salesforce, Inc.

Technology
-3.26K
- 2.12%
$231.66 - $273.65 $755K - $891K
151K $35.7M
CB
Chubb LTD

Financial Services
-2.6K
- 1.88%
$265.99 - $289.59 $691K - $753K
136K $38.3M
AOR
Ishares Tr Core Growth Allocat

ETFs
-26.9K
- 60.47%
$60.99 - $64.39 $1.64M - $1.73M
17.6K $1.13M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.25K
- 1.96%
$211.65 - $238.24 $900K - $1.01M
212K $46.6M
INDA
Ishares Msci India Index Fund

ETFs
-2.52K
- 67.47%
$51.98 - $55.84 $131K - $140K
1.21K $63K
MA
Mastercard Inc

Financial Services
-1.15K
- 1.47%
$550.18 - $598.96 $633K - $689K
77K $43.8M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-1.74K
- 57.59%
$57.58 - $64.29 $100K - $112K
1.28K $81K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-287
- 24.24%
$339.37 - $366.46 $97.4K - $105K
897 $327K
EWY
Ishares Inc Msci South Korea E

ETFs
-850
- 57.82%
$70.07 - $81.56 $59.6K - $69.3K
620 $49K
AOK
Ishares Tr Core Conservative A

ETFs
-473
- 99.37%
$38.64 - $40.17 $18.3K - $19K
3 $0
VT
Vanguard Total World Stk Index

ETFs
-127
- 62.87%
$128.41 - $138.03 $16.3K - $17.5K
75 $10K
UNP
Union Pacific Corp

Industrials
-50
- 66.67%
$214.91 - $237.16 $10.7K - $11.9K
25 $5K
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
-127
- 23.83%
$73.94 - $78.51 $9.39K - $9.97K
406 $31K
LLY
Eli Lilly & CO

Healthcare
-10
- 29.41%
$625.65 - $812.69 $6.26K - $8.13K
24 $18K
GS
Goldman Sachs Group Inc

Financial Services
-11
- 31.43%
$696.56 - $806.32 $7.66K - $8.87K
24 $19K
DVYA
Ishares Asia/Pacific Divid 30

ETFs
-118
- 73.75%
$38.81 - $43.36 $4.58K - $5.12K
42 $1K
MRK
Merck & Co., Inc.

Healthcare
-72
- 25.26%
$77.6 - $87.37 $5.59K - $6.29K
213 $17K
ISRG
Intuitive Surgical Inc

Healthcare
-6
- 37.5%
$433.66 - $544.47 $2.6K - $3.27K
10 $4K
NFLX
Netflix Inc

Communication Services
-1
- 6.67%
$1147.87 - $1297.18 $1.15K - $1.3K
14 $16K
ABT
Abbott Laboratories

Healthcare
-22
- 29.33%
$120.51 - $136.62 $2.65K - $3.01K
53 $7K
ADBE
Adobe Inc.

Technology
-5
- 38.46%
$333.65 - $392.1 $1.67K - $1.96K
8 $2K
NOW
Service Now, Inc.

Technology
-2
- 33.33%
$850.86 - $1044.69 $1.7K - $2.09K
4 $3K
INTU
Intuit Inc

Technology
-3
- 33.33%
$646.03 - $807.39 $1.94K - $2.42K
6 $4K
ABBV
Abb Vie Inc.

Healthcare
-24
- 31.17%
$184.85 - $231.54 $4.44K - $5.56K
53 $12K
BMY
Bristol Myers Squibb CO

Healthcare
-27
- 30.68%
$43.31 - $48.98 $1.17K - $1.32K
61 $2K
BSX
Boston Scientific Corp

Healthcare
-20
- 31.25%
$97.03 - $108.14 $1.94K - $2.16K
44 $4K
JNJ
Johnson & Johnson

Healthcare
-32
- 30.77%
$155.17 - $185.42 $4.97K - $5.93K
72 $13K
DHR
Danaher Corp

Healthcare
-9
- 32.14%
$181.46 - $212.2 $1.63K - $1.91K
19 $3K
AMGN
Amgen Inc

Healthcare
-7
- 30.43%
$271.18 - $309.22 $1.9K - $2.16K
16 $4K
SYK
Stryker Corp

Healthcare
-5
- 33.33%
$368.57 - $403.53 $1.84K - $2.02K
10 $3K
MCK
Mckesson Corp

Healthcare
-3
- 50.0%
$659.01 - $772.54 $1.98K - $2.32K
3 $2K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-4
- 36.36%
$366.54 - $479.53 $1.47K - $1.92K
7 $2K
CRWD
Crowd Strike Holdings, Inc.

Technology
-3
- 42.86%
$412.46 - $514.1 $1.24K - $1.54K
4 $1K
CI
Cigna Corp

Healthcare
-4
- 33.33%
$262.23 - $334.39 $1.05K - $1.34K
8 $2K
ROP
Roper Technologies Inc

Industrials
-1
- 33.33%
$495.03 - $573.0 $495 - $573
2 $0
HUM
Humana Inc

Healthcare
-3
- 50.0%
$220.41 - $312.0 $661 - $936
3 $0
PLTR
Palantir Technologies Inc.

Technology
-19
- 31.67%
$130.68 - $186.97 $2.48K - $3.55K
41 $7K
WDAY
Workday, Inc.

Technology
-2
- 33.33%
$213.69 - $247.69 $427 - $495
4 $0
IQV
Iqvia Holdings Inc.

Healthcare
-2
- 28.57%
$157.68 - $200.82 $315 - $402
5 $0
DXCM
Dexcom Inc

Healthcare
-4
- 25.0%
$66.46 - $89.53 $266 - $358
12 $0
WAT
Waters Corp

Healthcare
-1
- 33.33%
$277.72 - $357.04 $278 - $357
2 $0
CMCSA
Comcast Corp

Communication Services
-4
- 3.17%
$31.41 - $36.33 $126 - $145
122 $3K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-26
- 29.21%
$50.73 - $52.47 $1.32K - $1.36K
63 $3K
Activity Summary
Buys All Purchases 151 New Holdings 45 Increased Positions 106 Sells All Sells 128 Reductions 128 Sold out 0 Options Calls 0 Puts 0
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